Unclaimed
Brigitte Leeman is a financial professional with over 25 years of experience in the industry. Brigitte holds a Series 6, Series 26, and Series 63 license. Brigitte is currently registered with Pacific Select Distributors, LLC and has previously been registered with Ascensus Broker Dealer Services, LLC, Lion Street Financial, LLC, Nationwide Investment Services Corporation, Lincoln Financial Distributors, Inc., Phoenix Equity Planning Corporation, WS Griffith Securities, Inc., MML Distributors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CA
06/02/2023 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
MA
06/21/2022 - 12/20/2022
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
CA
01/04/2021 - 06/16/2022
LION STREET FINANCIAL, LLC (SACRAMENTO CA)
OH
11/30/2016 - 11/18/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CT
02/05/2004 - 09/01/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
03/19/2003 - 02/17/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
03/20/2002 - 03/20/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
01/12/2000 - 02/23/2002
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NY
10/24/1996 - 02/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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